FORVIS: On November 2, 2022, the SEC issued a 444-page proposal that would significantly change liquidity risk management and pricing practices for open-end management investment companies, including:

• Updating the classification of investment liquidity and requiring a minimum of 10% of highly liquid assets
• Requiring the use of swing pricing and implementing a hard close
• Timelier, more frequent (monthly), and more detailed public reporting of fund information
• To learn more download the FORVIS White Paper

Ironhold Capital: This paper highlights what risk means for your portfolio and the ways in which to manage it. It breaks down the difference between volatility and risk and why wall street often misconstrues the terms. Additionally, it explains how to manage and cope with the uncertainty investors often experience in their investments. Read more…